Group 1 - The company, RuYuchen (003010.SZ), has collaborated with AoFei Data to implement a localized large model cluster, ensuring information security and data isolation through dedicated high-performance computing clusters [1] - The DeepSeek model has been professionally adapted and optimized for e-commerce operational scenarios, enhancing its capabilities [1] - This capability has been deeply integrated with the company's self-developed intelligent system, enabling intelligent interactive analysis of data assets in the BI data center and empowering demand forecasting and inventory optimization in the SCM platform [1]

证券日报网讯1月9日，若羽臣（003010）在互动平台回答投资者提问时表示，公司已与美斯蒂克达成合 作，成为其口服美容保健产品线在中国区的独家战略合作伙伴。本次战略合作的合同期限为2026年1月1 日至2028年12月31日，合同已设置自动续签条款。 ...

1月9日，若羽臣大宗交易成交86.87万股，成交额2964.01万元，占当日总成交额的9.18%，成交价34.12 元，较市场收盘价38.41元折价11.17%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-09 | 003010 | 若羽臣 | 34.12 | 5.87 | 200.28 | 机构专用 | 广发证券股份有限 | | | | | | | | | 公司北京鲁谷路证 | | | | | | | | | 芽营业部 | | 2026-01-09 | 003010 | 若羽臣 | 34.12 | 20.00 | 682.40 | 机构专用 | 广发证券股份有限 | | | | | | | | | 公司北京鲁谷路证 | | | | | | | | | 券营业部 | | 2026-01-09 | 003010 | 是找臣 | 34.12 | 12. ...

Core Viewpoint - The company has officially launched the Tmall International store for the Meisidike brand, with plans for further expansion on other e-commerce platforms underway [1] Group 1 - The company responded to an investor inquiry regarding the sales timeline for the Meisidike products [1] - The official store on Tmall International is now operational, indicating progress in the company's e-commerce strategy [1] - The company is actively working on the onboarding and launch of the brand on additional e-commerce platforms as planned [1]

1月7日，若羽臣大宗交易成交97.8万股，成交额3143.29万元，占当日总成交额的10.48%，成交价32.14元，较市场收盘价 36.16元折价11.12%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-07 | 003010 | 若羽臣 | 32.14 | 40.00 | | 1,285.60 机构专用 | 广发证券股份有限 | | | | | | | | | 公司北京鲁谷路证 | | | | | | | | | 券营业部 | | 2026-01-07 | 003010 | 若羽臣 | 32.14 | 6.30 | 202.48 | 机构专用 | 广发证券股份有限 | | | | | | | | | 公司北京鲁谷路证 | | | | | | | | | 券营业部 | | 2026-01-07 | 003010 | 若羽臣 | 32.14 | 6 ...

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance in the coming months [5]. Core Insights - The report highlights the encouragement of travel and cultural consumption through policies aimed at enhancing employee leisure activities, which is expected to boost the travel and cultural sectors significantly [2][4]. - The introduction of additional public holidays and policies supporting paid leave is anticipated to stimulate cultural and tourism consumption, particularly during traditionally low seasons [4]. - Data from travel platforms indicates a substantial increase in ticket bookings during recent holiday periods, showcasing a growing consumer interest in travel and leisure activities [3]. Summary by Sections Policy Initiatives - The report discusses the issuance of guidelines by various government bodies to promote employee cultural and sports activities, allowing for up to four organized trips per year and the distribution of cultural consumption vouchers [1][2]. Market Trends - Significant growth in ticket bookings was observed during the autumn and snow holidays, with some regions reporting increases of over 300% in ticket reservations compared to previous years [3]. - The report notes that the policy-driven encouragement of travel is likely to transform traditionally slow tourism periods into more active seasons, benefiting sectors such as duty-free, hotels, and sports events [4]. Investment Recommendations - The report suggests focusing on sectors with potential for growth, particularly in Hainan and during the upcoming Spring Festival, as well as sectors benefiting from new consumer trends and favorable policies [5][8]. - Specific companies are recommended for investment, including those in the duty-free, hotel, and new retail sectors, which are expected to perform well in the current market environment [8].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生10笔大宗交易，合计成交金额为4964.68万元。该股近5个交易日 累计下跌1.54%，主力资金合计净流入1472.42万元。 1月5日，若羽臣收涨2.72%，收盘价为35.92元，发生2笔大宗交易，合计成交量70万股，成交金额 2202.9万元。 第1笔成交价格为31.47元，成交50.00万股，成交金额1,573.50万元，溢价率为-12.39%，买方营业部为机 构专用，卖方营业部为广发证券股份有限公司北京鲁谷路证券营业部。 第2笔成交价格为31.47元，成交20.00万股，成交金额629.40万元，溢价率为-12.39%，买方营业部为机 构专用，卖方营业部为广发证券股份有限公司北京鲁谷路证券营业部。 责任编辑：小浪快报 ...

证券代码：003010 证券简称：若羽臣 公告编号：2026-001 广州若羽臣科技股份有限公司 关于公司为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 （一）担保审议情况 （9）与本公司关联关系：恒美康为公司全资子公司。 （10）经查询，恒美康不属于失信被执行人，未进行信用评级。 三、出具保函协议的主要内容 申请人：广州若羽臣科技股份有限公司 广州若羽臣科技股份有限公司（以下简称"公司"）分别于2025年1月21日 和2025年2月14日召开第四届董事会第四次会议和2025年第一次临时股东大会， 审议通过了《关于公司及子公司2025年度申请综合授信额度并提供担保的议案》 和《关于公司及子公司开展资产池业务的议案》，同意公司及子公司向银行申请 综合授信额度合计不超过人民币9亿元，同时在上述授信额度内开展总额不超过 人民币4亿元的资产池业务，并由公司对合并报表范围内的部分子公司、部分子 公司对公司及部分子公司之间在前述资产池业务额度内提供担保。具体内容详见 公司于2025年1月23日在巨潮资讯网（http://w ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-05 | 003010 | 若羽臣 | 31.47 | 50.00 | 1,573.50 机构专用 | | 广发证券股份有限 | | | | | | | | | 公司北京鲁谷路证 | | | | | | | | | 劳营业部 | | 2026-01-05 | 003010 | 若羽臣 | 31.47 | 20.00 | 629.40 机构专用 | | 广发证券股份有限 | | | | | | | | | 公司北京鲁谷路证 | | | | | | | | | 劳营业部 | 1月5日，若羽臣大宗交易成交70万股，成交额2202.9万元，占当日总成交额的10.44%，成交价31.47 元，较市场收盘价35.92元折价12.39%。 ...

Investment Rating - The industry investment rating is maintained as "Add" [5] Core Insights - The consumption market shows strong growth during the New Year holiday, with significant increases in travel and spending among younger demographics [1][2][4] - The cross-year travel and ice-snow tourism are gaining popularity, with notable increases in ticket bookings and hotel reservations [2] - Hainan's duty-free sales doubled in the first two days of the New Year holiday, indicating robust consumer interest [3] - Various cities reported double-digit sales growth during the holiday, reflecting a vibrant consumption environment [4][7] Summary by Sections Travel Trends - High travel enthusiasm was noted during the New Year holiday, with a significant increase in ticket bookings and hotel reservations, particularly among younger travelers [1][2] - The search volume for "cross-year travel" increased by 125% year-on-year, with theme parks and concerts being major attractions [2] Duty-Free Sales - Hainan's duty-free sales reached 30.7 million items, with a 121.5% year-on-year increase in sales amounting to 5.05 billion yuan [3] - The sales in Sanya alone saw a remarkable increase, with sales amounting to 1.63 billion yuan on January 1, marking an 83.2% increase [3] Consumption Growth - Beijing's sales during the holiday reached 4.04 billion yuan, with a 16.3% year-on-year increase [4] - Shanghai reported an average daily consumption of 12.2 billion yuan, with online sales growing by 5.5% year-on-year [4] - Other cities like Qingdao and Nanjing also reported positive sales growth, indicating a broad recovery in consumer spending [4][7] Investment Recommendations - The report suggests focusing on Hainan and sectors with performance elasticity during the Spring Festival, including duty-free, cross-border e-commerce, and certain scenic spots [8] - It highlights the potential of new consumption trends and the importance of adapting to market changes in 2026 [8]